Robert Morton – Financial Adviser

Adviser identifying number: 417726
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Licence number: 323825
Licensee’s ABN: 93128650037
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 323825
Authorised Representative’s ABN: 93128650037

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor OF Laws – The University of Melbourne
• Bachelor OF Laws – The University of Melbourne
• Bachelor of Commerce – The University of Melbourne
• Bachelor of Commerce – The University of Melbourne
• Diploma of Financial Planning – Kaplan
• Diploma of Financial Planning – Kaplan
• Investment Products 3- Securities, Managed Investments, Margin Lending – Kaplan
• Investment Products 3- Securities, Managed Investments, Margin Lending – Kaplan
• Superannuation – Kaplan
• Superannuation – Kaplan

Relevant memberships of professional bodies or industry associations:

Robert Morton is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility